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Lifestyle Communities (LIC) investor relations material
Lifestyle Communities H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
FY25 was marked by a challenging first half, a recovery in the second, and a significant downturn in the Victorian property market, with 139 net sales (41 in H1, 98 in H2) and early signs of improvement into FY26.
A refreshed strategy was implemented, focusing on optimizing the development pipeline and evolving the business purpose to serve independent downsizers.
Major legal and regulatory impacts from a VCAT decision in July 2025 led to substantial write-downs and provisions, but the underlying business remains resilient and customer satisfaction improved year-over-year.
The company is appealing the VCAT decision and has implemented temporary changes to its contract structure.
Financial highlights
Statutory net loss after tax of $195.3m in FY25, driven by a $135.5m after-tax write-down of investment properties and a $54.5m after-tax provision for DMF repayment.
Underlying operating profit was $64.5M pre-tax, down 15% year-over-year due to lower new home settlements (268 vs. 311 prior year).
New home settlements fell 14% to 268, and new home sales dropped 63% to 139.
Positive operating cash flow of $4.6M in FY25, a $119.8M improvement from FY24.
Net debt peaked at $490M in May, reduced to $460.5M by year-end, with further deleveraging expected.
Outlook and guidance
FY26 is positioned as a reset year, with further de-leveraging and inventory reduction planned.
Net debt expected to fall below $360M by December 31, 2025.
New home settlement pipeline at 273 contracts as of August 22, with 162 for FY26.
No new project launches planned in FY26; focus is on stabilizing sales and optimizing the portfolio.
Anticipation of a growth cycle in FY27 and beyond, with pricing strategies to follow market conditions.
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